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Technology Stocks : LSI Corporation
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To: Duane L. Olson who wrote (17442)3/18/1999 8:38:00 PM
From: patrick tang  Read Replies (2) of 25814
 
That book to bill is for semi-equipment, not semis. If anything, it is better for this btb to be <1. Less people buying equipment, less fab capacity later. That implies a bigger crunch later on to come, longer semi-upturn. On the other hand, a semi-equipment btb turn-around had always been a lagging indicator of semi turn-around. If if semi-equipment had turned, a pretty good indication that semi had turned.

patrick
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